Investment Operations Analyst — Data-Driven & Detail-Oriented

Brown Advisory; Washington (Washington County); On-site; USD 66,000 - 80,000; Full time

Benefits offered by this job

Medical

Dental

Vision

Wellness program

Financial wellness program

Gym discounts

Telemedicine

Adoption Benefits

Parental leave

Disability insurance

Pet Insurance

401(k) match

Job summary

Brown Advisory is seeking an Investment Operations Analyst to provide operational support to the Investment team. The role focuses on processing client transactions, data administration, and utilizing technology to improve workflows.

The candidate should have 1-2 years of related experience, a BA/BS degree, and strong Excel skills. This position is based in the Washington office and offers comprehensive benefits and a collaborative, client-first culture.

Qualifications

• 1-2 years of relevant experience preferred.
• Bachelor’s degree with a record of academic achievement.
• Mastery of Microsoft Excel and Office Suite.
• Attention to detail and high accountability.
• Ability to handle confidential information with discretion.

Responsibilities

• Collaborate with Investment team and internal groups to deliver superior client service.
• Daily review of transactions and cross-reference with expected activity to detect anomalies.
• Triage statement inboxes and route communications to the appropriate team members.
• Review cash availability for upcoming money movements and ensure timely processing.
• Maintain portal access and distribute investment documents; support team workflows and data accuracy.

Skills

Analytical thinking

Attention to detail

Independent work

Discretion with confidential data

Curiosity & continuous improvement

Education

Bachelor's degree

Strong academic record

Tools

Excel

Job description

Brown Advisory is seeking an Investment Operations Analyst to provide operational support to the Investment team. The role focuses on processing client transactions, data administration, and utilizing technology to improve workflows.

The candidate should have 1-2 years of related experience, a BA/BS degree, and strong Excel skills. This position is based in the Washington office and offers comprehensive benefits and a collaborative, client-first culture.